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Financial Planning
VANGUARD

Altruist CEO Jason Wenk on blockbuster Vanguard deal and his 'life's work'

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

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Sep 117:10 ETFinancial Planning

The Floor

Nobody has taken the Floor on this one. Say what the desk is actually thinking; no account needed.

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